MARYLAND CAPITAL ADVISORS INC.
Sector Allocation
- Other90.7%$289.8M
- Technology6.0%$19.3M
- Consumer Staples0.8%$2.4M
- Financials0.7%$2.2M
- Healthcare0.5%$1.5M
- Energy0.5%$1.5M
- Industrials0.3%$1.1M
- Consumer Discretionary0.3%$1.0M
- Communication Services0.1%$331,856
- Materials0.0%$98,776
AUM History
13fpro.ai/research/fund/maryland-capital-advisors-inc-1891201
Conviction and streaks
Concentrating · top 10 = 65.6%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- ISHARES$76.6M
- DIMENSIONAL$20.8M
- VANGUARD$20.4M
- VANGUARD$19.6M
- DIMENSIONAL$15.1M
AAPL
$13.8M- VANGUARD$13.3M
- DIMENSIONAL$12.8M
- DIMENSIONAL$8.9M
- ISHARES$8.3M
- DIMENSIONAL$6.9M
- DIMENSIONAL$5.7M
- ISHARES$5.7M
- DIMENSIONAL$5.3M
- VANGUARD$4.5M
- ISHARES$4.1M
- DIMENSIONAL$4.0M
- DFA$3.8M
- ISHARES$3.3M
- DIMENSIONAL$3.2M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/maryland-capital-advisors-inc-1891201
MARYLAND CAPITAL ADVISORS INC. 13F holdings — Q3 2026
$319.4M portfolio (+2.3% QoQ) · 1,049 holdings · Q3 2026 13F · top 10 are 66% of the stock portfolio
- 1
ISHARES TR - ISHS 1-5YR INVS
$76.6M
24.0% of stocks
+9%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
DIMENSIONAL ETF TRUST - US CORE EQT MKT
$20.8M
6.5% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
VANGUARD INDEX FDS - MRNGSTR TTL STK
$20.4M
6.4% of stocks
+0.3%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD
$19.6M
6.1% of stocks
-0.2%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
DIMENSIONAL ETF TRUST - US LARG VALU ETF
$15.1M
4.7% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— $13.8M
4.3% of stocks
-6%This quarter+0.6%Since filed10+ qtrsHeld- 7
VANGUARD INDEX FDS - MRNGSTR VAL ETF
$13.3M
4.2% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
DIMENSIONAL ETF TRUST - INTERNATNAL VAL
$12.8M
4.0% of stocks
+1.0%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
DIMENSIONAL ETF TRUST - INTL CORE EQT MK
$8.9M
2.8% of stocks
+0.5%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
ISHARES TR - CORE 1 5 YR USD
$8.3M
2.6% of stocks
+11%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR - ISHS 1-5YR INVS | $76.6M | 24.0% | +9% | — | — | — | — | |
| 2 | DIMENSIONAL ETF TRUST - US CORE EQT MKT | $20.8M | 6.5% | +5% | — | — | — | — | |
| 3 | VANGUARD INDEX FDS - MRNGSTR TTL STK | $20.4M | 6.4% | +0.3% | — | — | — | — | |
| 4 | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $19.6M | 6.1% | -0.2% | — | — | — | — | |
| 5 | DIMENSIONAL ETF TRUST - US LARG VALU ETF | $15.1M | 4.7% | +3% | — | — | — | — | |
| 6 | $13.8M | 4.3% | -6% | +0.6% | 10+ qtrsTrimmed 4 qtrs in a row | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | VANGUARD INDEX FDS - MRNGSTR VAL ETF | $13.3M | 4.2% | -2% | — | — | — | — | |
| 8 | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | $12.8M | 4.0% | +1.0% | — | — | — | — | |
| 9 | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | $8.9M | 2.8% | +0.5% | — | — | — | — | |
| 10 | ISHARES TR - CORE 1 5 YR USD | $8.3M | 2.6% | +11% | — | — | — | — |
All holdings — MARYLAND CAPITAL ADVISORS INC. (Q3 2026)
1,049 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated. The page lists up to 1,000; every position is in the Excel export.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | DIMENSIONAL ETF TRUST - NATL MUN BD ETFetf/fund | — | $6.9M | 2.1% | 149K | -0.3% | — | — | 13F |
| 12 | — | DIMENSIONAL ETF TRUST - US TARGETED VLUetf/fund | — | $5.7M | 1.8% | 86K | +1% | — | — | 13F |
| 13 | — | ISHARES TR - EAFE VALUE ETFetf/fund | — | $5.7M | 1.8% | 72K | -2% | — | — | 13F |
| 14 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS VAetf/fund | — | $5.3M | 1.7% | 126K | +0.4% | — | — | 13F |
| 15 | — | VANGUARD MALVERN FDS - STRM INFPROIDXetf/fund | — | $4.5M | 1.4% | 91K | +3% | — | — | 13F |
| 16 | — | ISHARES INC - MSCI EMRG CHNetf/fund | — | $4.1M | 1.3% | 42K | -2% | — | — | 13F |
| 17 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETFetf/fund | — | $4.0M | 1.3% | 51K | +3% | — | — | 13F |
| 18 | — | DFA INVT DIMENSIONS GROUP IN - REAL ESTATE SECU | — | $3.8M | 1.2% | 159K | New | — | — | 13F |
| 19 | — | ISHARES TR - RUS 1000 GRW ETFetf/fund | — | $3.3M | 1.0% | 26K | — | — | — | 13F |
| 20 | — | DIMENSIONAL ETF TRUST - INTL SMALL CAP Vetf/fund | — | $3.2M | 1.0% | 74K | +1% | — | — | 13F |
| 21 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETFetf/fund | — | $3.1M | 1.0% | 38K | — | — | — | 13F |
| 22 | — | VANGUARD INTL EQUITY INDEX F - GLB EX US ETFetf/fund | — | $3.0M | 0.9% | 71K | +2% | — | — | 13F |
| 23 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKTetf/fund | — | $2.9M | 0.9% | 42K | -2% | — | — | 13F |
| 24 | — | VANGUARD INDEX FDS - MRNGSTR SML CP Vetf/fund | — | $2.8M | 0.9% | 12K | -0.2% | — | — | 13F |
| 25 | — | ISHARES TR - RUS 1000 VAL ETFetf/fund | — | $2.2M | 0.7% | 8,957 | — | — | — | 13F |
| 26 | — | DIMENSIONAL ETF TRUST - SHOR DUR FIX ETF | — | $2.2M | 0.7% | 47K | — | |||
| 27 | — | DFA INVT DIMENSIONS GROUP IN - U.S. HIGH RELATI | — | $2.1M | 0.7% | 51K | New | |||
| 28 | — | DIMENSIONAL ETF TRUST - INTL SMALL CAP E | — | $2.1M | 0.7% | 57K | +1% | |||
| 29 | — | VANGUARD INDEX FDS - MRNGSTR SML CAP | — | $1.9M | 0.6% | 6,618 | -2% | |||
| 30 | $NVDA | NVIDIA CORP | Technology | $1.8M | 0.6% | 8,054 | — | |||
| 31 | — | ISHARES TR - U.S. TECH ETF | — | $1.8M | 0.6% | 6,680 | — | |||
| 32 | — | SPDR INDEX SHS FDS - ST MARKE CAP ETF | — | $1.7M | 0.5% | 24K | +1% | |||
| 33 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | — | $1.6M | 0.5% | 18K | -0.4% | |||
| 34 | $WMT | Walmart Inc. | Consumer Staples | $1.5M | 0.5% | 14K | — | |||
| 35 | — | ISHARES TR - CORE S&P US VLU | — | $1.4M | 0.5% | 13K | +0.1% | |||
| 36 | — | VANGUARD WHITEHALL FDS - INTL HIGH ETF | — | $1.4M | 0.5% | 14K | — | |||
| 37 | $AVGO | Broadcom Inc. | Technology | $1.0M | 0.3% | 2,982 | — | |||
| 38 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $1.0M | 0.3% | 1,470 | +0.6% | |||
| 39 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $1.0M | 0.3% | 2,062 | — | |||
| 40 | $SPY | SPDR S&P 500 ETF TRUST | — | $994K | 0.3% | 1,304 | +52% | |||
| 41 | — | ISHARES TR - SHRT NAT MUN ETF | — | $806K | 0.3% | 7,707 | — | |||
| 42 | $CVX | CHEVRON CORP | Energy | $798K | 0.3% | 3,909 | +1% | |||
| 43 | — | DIMENSIONAL ETF TRUST - INTL HIGH PROFIT | — | $793K | 0.3% | 24K | +8% | |||
| 44 | — | VANGUARD WORLD FD - MRNGSTR MEGA CAP | — | $727K | 0.2% | 7,850 | — | |||
| 45 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $701K | 0.2% | 3,002 | — | |||
| 46 | — | ISHARES TR - RUS MD CP GR ETF | — | $640K | 0.2% | 4,650 | — | |||
| 47 | — | ISHARES TR - ULTRA SHORT DUR | — | $567K | 0.2% | 11K | — | |||
| 48 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS HI | — | $533K | 0.2% | 13K | +0.0% | |||
| 49 | — | ISHARES TR - MSCI EMG MKT ETF | — | $497K | 0.2% | 7,445 | — | |||
| 50 | — | SPDR INDEX SHS FDS - ST MAR DIVID ETF | — | $491K | 0.1% | 12K | — | |||
| 51 | $MSFT | MICROSOFT CORP | Technology | $481K | 0.1% | 938 | -14% | |||
| 52 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $469K | 0.1% | 7,911 | — | |||
| 53 | — | ISHARES INC - CORE MSCI EMKT | — | $468K | 0.1% | 5,769 | -3% | |||
| 54 | — | VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETF | — | $465K | 0.1% | 2,997 | — | |||
| 55 | — | ISHARES TR - INTL DEV RE ETF | — | $447K | 0.1% | 22K | — | |||
| 56 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $445K | 0.1% | 2,732 | — | |||
| 57 | — | ISHARES TR - IBONDS DEC2026 | — | $409K | 0.1% | 17K | -23% | |||
| 58 | $JNJ | JOHNSON & JOHNSON | Healthcare | $397K | 0.1% | 1,498 | +3% | |||
| 59 | $MRK | Merck & Co., Inc. | Healthcare | $374K | 0.1% | 2,577 | — | |||
| 60 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | — | $369K | 0.1% | 6,714 | — | |||
| 61 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $362K | 0.1% | 2,494 | +15% | |||
| 62 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $347K | 0.1% | 1,774 | +787% | |||
| 63 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $342K | 0.1% | 1,325 | — | |||
| 64 | — | SPDR INDEX SHS FDS - ST DOW INTL ETF | — | $341K | 0.1% | 13K | — | |||
| 65 | — | ISHARES TR - MSCI ACWI ETF | — | $338K | 0.1% | 2,130 | — | |||
| 66 | — | ISHARES TR - RUS MDCP VAL ETF | — | $326K | 0.1% | 2,028 | — | |||
| 67 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $315K | 0.1% | 1,224 | -15% | |||
| 68 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $313K | 0.1% | 476 | — | |||
| 69 | — | ISHARES TR - CORE MSCI EAFE | — | $309K | 0.1% | 3,191 | -13% | |||
| 70 | $INTC | INTEL CORP | Technology | $302K | 0.1% | 2,510 | — | |||
| 71 | — | DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG | — | $300K | 0.1% | 7,622 | -1% | |||
| 72 | $AMGN | AMGEN INC | Healthcare | $294K | 0.1% | 698 | — | |||
| 73 | $JPM | JPMORGAN CHASE & CO | Financials | $286K | 0.1% | 863 | — | |||
| 74 | $GBLI | Global Indemnity Group, LLC | Financials | $285K | 0.1% | 12K | — | |||
| 75 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS CO | — | $273K | 0.1% | 6,869 | +1% | |||
| 76 | — | ISHARES TR - CORE S&P SCP ETF | — | $265K | 0.1% | 1,950 | — | |||
| 77 | — | ISHARES TR - IBONDS 27 ETF | — | $253K | 0.1% | 11K | — | |||
| 78 | $ABBV | AbbVie Inc. | Healthcare | $252K | 0.1% | 963 | — | |||
| 79 | $BLK | BlackRock, Inc. | Financials | $252K | 0.1% | 238 | — | |||
| 80 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $244K | 0.1% | 790 | — | |||
| 81 | $SYY | SYSCO CORP | Consumer Discretionary | $234K | 0.1% | 3,002 | — | |||
| 82 | — | VANGUARD INDEX FDS - MRNGSTR GRWT ETF | — | $228K | 0.1% | 2,526 | — | |||
| 83 | $MKC | MCCORMICK & CO INC | Consumer Staples | $227K | 0.1% | 4,885 | — | |||
| 84 | $CSCO | CISCO SYSTEMS, INC. | Technology | $220K | 0.1% | 2,040 | -0.2% | |||
| 85 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $208K | 0.1% | 946 | — | |||
| 86 | — | DIMENSIONAL ETF TRUST - INTL CORE EQUITY | — | $203K | 0.1% | 5,409 | +1% | |||
| 87 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $197K | 0.1% | 6,061 | -1% | |||
| 88 | $GE | GENERAL ELECTRIC CO | Industrials | $189K | 0.1% | 606 | — | |||
| 89 | — | ISHARES TR - MSCI EAFE ETF | — | $181K | 0.1% | 1,744 | — | |||
| 90 | — | ISHARES TR - MSCI USA MIN ETF | — | $180K | 0.1% | 1,848 | — | |||
| 91 | $DIS | Walt Disney Co | Communication Services | $178K | 0.1% | 1,700 | +39% | |||
| 92 | $TXN | TEXAS INSTRUMENTS INC | Technology | $176K | 0.1% | 627 | — | |||
| 93 | $GWW | W.W. GRAINGER, INC. | Consumer Discretionary | $173K | 0.1% | 139 | — | |||
| 94 | $META | Meta Platforms, Inc. | Technology | $165K | 0.1% | 228 | -8% | |||
| 95 | — | ISHARES TR - 10+ YR INVST GRD | — | $159K | 0.1% | 3,472 | — | |||
| 96 | $MRVL | Marvell Technology, Inc. | Technology | $155K | 0.1% | 585 | -0.2% | |||
| 97 | — | ISHARES TR - US INDUSTRIALS | — | $153K | 0.1% | 1,000 | — | |||
| 98 | — | VANGUARD WORLD FD - INF TECH ETF | — | $153K | 0.1% | 1,216 | — | |||
| 99 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $150K | 0.1% | 529 | -41% | |||
| 100 | $GEV | GE Vernova Inc. | Industrials | $146K | 0.1% | 154 | — | |||
| 101 | — | VANECK ETF TRUST - MRNGSTR WDE MOAT | — | $145K | 0.1% | 1,374 | +92% | |||
| 102 | $TRGP | Targa Resources Corp. | Energy | $142K | 0.0% | 525 | — | |||
| 103 | — | ISHARES TR - 20 YR TR BD ETF | — | $138K | 0.0% | 1,772 | — | |||
| 104 | — | VANGUARD INDEX FDS - MRNGSTR LRG CAP | — | $120K | 0.0% | 341 | — | |||
| 105 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | — | $116K | 0.0% | 898 | — | |||
| 106 | $AMZN | AMAZON COM INC | Consumer Discretionary | $109K | 0.0% | 436 | +46% | |||
| 107 | — | ISHARES TR - RUS 1000 ETF | — | $109K | 0.0% | 261 | — | |||
| 108 | — | ISHARES TR - CRE U S REIT ETF | — | $107K | 0.0% | 1,736 | — | |||
| 109 | — | ISHARES INC - EM MKT SM-CP ETF | — | $103K | 0.0% | 1,370 | — | |||
| 110 | $CHH | CHOICE HOTELS INTERNATIONAL INC /DE | Consumer Discretionary | $103K | 0.0% | 1,005 | +0.1% | |||
| 111 | — | ISHARES TR - SELECT DIVID ETF | — | $100K | 0.0% | 656 | — | |||
| 112 | — | VANGUARD INDEX FDS - MRNGSTR MID CAP | — | $99K | 0.0% | 1,264 | — | |||
| 113 | $GOOG | Alphabet Inc. | Technology | $97K | 0.0% | 285 | — | |||
| 114 | $V | VISA INC. | Financials | $96K | 0.0% | 268 | — | |||
| 115 | $GPC | GENUINE PARTS CO | Consumer Discretionary | $88K | 0.0% | 701 | — | |||
| 116 | $DOV | DOVER Corp | Industrials | $87K | 0.0% | 554 | +2% | |||
| 117 | $KO | COCA COLA CO | Consumer Staples | $87K | 0.0% | 1,006 | — | |||
| 118 | $META | Meta Platforms, Inc. | Technology | $74K | 0.0% | 971 | — | |||
| 119 | — | SELECT SECTOR SPDR TR - ST STR STAPL ETF | — | $73K | 0.0% | 900 | — | |||
| 120 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | — | $67K | 0.0% | 1,088 | — | |||
| 121 | — | ISHARES TR - CORE S&P500 ETF | — | $66K | 0.0% | 86 | — | |||
| 122 | — | ISHARES TR - EAFE SML CP ETF | — | $65K | 0.0% | 770 | — | |||
| 123 | — | ISHARES TR - RUSSELL 2000 ETF | — | $65K | 0.0% | 233 | — | |||
| 124 | $T | AT&T INC. | Communication Services | $59K | 0.0% | 2,437 | — | |||
| 125 | — | VANGUARD INDEX FDS - MRNGSTR MD CP VA | — | $58K | 0.0% | 295 | — | |||
| 126 | $MS | MORGAN STANLEY | Financials | $57K | 0.0% | 303 | — | |||
| 127 | $MKL | MARKEL GROUP INC. | Financials | $55K | 0.0% | 32 | — | |||
| 128 | $NFLX | NETFLIX INC | Communication Services | $53K | 0.0% | 757 | — | |||
| 129 | — | ISHARES TR - CORE S&P MCP ETF | — | $52K | 0.0% | 723 | — | |||
| 130 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $51K | 0.0% | 879 | — | |||
| 131 | — | ISHARES TR - U.S. REAL ES ETF | — | $51K | 0.0% | 532 | -8% | |||
| 132 | $NOC | NORTHROP GRUMMAN CORP /DE/ | Technology | $50K | 0.0% | 104 | — | |||
| 133 | $REGN | REGENERON PHARMACEUTICALS, INC. | Healthcare | $49K | 0.0% | 65 | — | |||
| 134 | — | VANGUARD WORLD FD - HEALTH CAR ETF | — | $49K | 0.0% | 154 | — | |||
| 135 | $GOOGL | Alphabet Inc. | Technology | $49K | 0.0% | 141 | -0.7% | |||
| 136 | $ROK | ROCKWELL AUTOMATION, INC | Industrials | $48K | 0.0% | 111 | — | |||
| 137 | — | SCHWAB STRATEGIC TR - INTL SCEQT ETF | — | $48K | 0.0% | 970 | — | |||
| 138 | $MA | Mastercard Inc | Financials | $48K | 0.0% | 87 | — | |||
| 139 | $PM | Philip Morris International Inc. | Consumer Staples | $46K | 0.0% | 241 | — | |||
| 140 | — | SPDR SERIES TRUST - ST STR PR SP1500 | — | $44K | 0.0% | 483 | — | |||
| 141 | $MCO | MOODYS CORP /DE/ | Financials | $43K | 0.0% | 95 | — | |||
| 142 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | — | $43K | 0.0% | 966 | -16% | |||
| 143 | — | ISHARES TR - 0-3 MTH TREASURY | — | $43K | 0.0% | 425 | -10% | |||
| 144 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $43K | 0.0% | 634 | — | |||
| 145 | $MAR | MARRIOTT INTERNATIONAL INC /MD/ | Consumer Discretionary | $42K | 0.0% | 118 | New | |||
| 146 | — | VANGUARD STAR FDS - VG TL INTL STK F | — | $42K | 0.0% | 493 | -2% | |||
| 147 | $TSLA | Tesla, Inc. | Consumer Discretionary | $41K | 0.0% | 115 | — | |||
| 148 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $41K | 0.0% | 100 | — | |||
| 149 | $WEC | WEC ENERGY GROUP, INC. | Utilities | $40K | 0.0% | 399 | — | |||
| 150 | $KMB | KIMBERLY CLARK CORP | Materials | $39K | 0.0% | 402 | — |
What changed in Q3 2026
Against the previous quarter's 13F: 48 new, 50 added to, 61 trimmed, 41 sold out. Share-count changes; largest moves by dollar size first.
New positions (48)
- DFA INVT DIMENSIONS GROUP IN - REAL ESTATE SECU$3.8M
first bought this quarter
- DFA INVT DIMENSIONS GROUP IN - U.S. HIGH RELATI$2.1M
first bought this quarter
$MARMARRIOTT INTERNATIONAL INC /MD/$42K
first bought this quarter
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$30Kfirst bought this quarter
- DIMENSIONAL ETF TRUST - ULTR FIX INC ETF$30K
first bought this quarter
- FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF$28K
first bought this quarter
+42 more in the Excel export
Added to (50)
- ISHARES TR - ISHS 1-5YR INVS+9%
now $76.6M
- DIMENSIONAL ETF TRUST - US CORE EQT MKT+5%
now $20.8M
- ISHARES TR - CORE 1 5 YR USD+11%
now $8.3M
- DIMENSIONAL ETF TRUST - US LARG VALU ETF+3%
now $15.1M
$SPYSPDR S&P 500 ETF TRUST+52%
now $994K · held 10+ qtrs
- SELECT SECTOR SPDR TR - ST STR TECHN ETF+787%
now $347K
+44 more in the Excel export
Trimmed (61)
now $13.8M · held 10+ qtrs, 4 trims in a row
- VANGUARD INDEX FDS - MRNGSTR VAL ETF-2%
now $13.3M
- ISHARES TR - EAFE VALUE ETF-2%
now $5.7M
- ISHARES TR - IBONDS DEC2026-23%
now $409K
$HDHOME DEPOT, INC.-41%
now $150K · held 10+ qtrs, 2 trims in a row
$MCDMCDONALDS CORP-84%
now $18K · held 5 qtrs
+55 more in the Excel export
Sold out (41)
- DIMENSIONAL ETF TRUST - US REAL ESTA ETFwas $4.1M
- DIMENSIONAL ETF TRUST - US HIGH PROF ETFwas $2.0M
- FLAHERTY & CRUMRIN PFD & INM - COMwas $91K
$JQCNuveen Credit Strategies Income Fundwas $24K
held 4 qtrs
$NMZNUVEEN MUNICIPAL HIGH INCOME OPPORTUNITY FUNDwas $5K
- SPDR SERIES TRUST - ST STR SP DIVwas $3K
+35 more in the Excel export
Holdings by quarter
Every 13F MARYLAND CAPITAL ADVISORS INC. has filed, 18 earlier quarters. Pick one to see what it held then.
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Q3 2026 13F filed with the SEC on Oct 15, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of MARYLAND CAPITAL ADVISORS's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
+0.5%
Value-weighted move of the 10 largest stock positions
Turnover
3%
Last quarter; 10% over the last 4
Top 10 weight
66%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
98%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
MARYLAND CAPITAL ADVISORS INC. disclosed 1,049 positions worth $319.4M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 48 new positions and exited 41. The portfolio is most concentrated in Other (90.7% of disclosed assets). All figures are sourced directly from MARYLAND CAPITAL ADVISORS INC.’s Form 13F-HR filing with the SEC under CIK 1891201.
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AI-Powered Hedge Fund Analysis: MARYLAND CAPITAL ADVISORS INC.
13F Pro is an AI hedge fund tracker and stock research platform. For MARYLAND CAPITAL ADVISORS INC. (SEC CIK: 1891201), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in MARYLAND CAPITAL ADVISORS INC.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.